Keep private contact handoffs findable
A contact recommendation in a DM can become a Dynamics 365 contact through Notis, without asking you to remember another manual entry.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Private introductions can be valuable but hard to find once a DM thread gets buried.
- Preserve contact recommendations outside DM history.
- Keep the reason for a handoff with the record.
- Make it easier to return to a promising introduction.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 once through the Notis portal.
- 2Create an automation and tell Notis in plain language which contact handoffs in DMs should create Dynamics 365 contacts.
- 3Pick Slack Direct Message Received, choose where to receive run reports, and test with a real contact handoff.
Questions about this workflow
Does it capture every name mentioned in a DM?
Set criteria in the instruction so only intentional contact handoffs are recorded.
Can Notis retain why someone was recommended?
Ask it to include the relevant context from the DM when creating the contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dynamics365. A trigger fires from one place; an action lands in another.
Slack triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Slack and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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